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      Financial Services in Berkeley, CA

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      1. Pezick Bill, Certified Financial Planner & Enrolled Agent

      Pezick Bill, Certified Financial Planner & Enrolled Agent
      510-526-6121Call NowVisit Website
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      Financial ServicesTax Return PreparationFinancial Planning Consultants

      400 Evelyn Ave Ste 229, Albany, CA 94706

      CLOSED NOW:9:00 am - 5:00 pm

      From Business: Financial & Tax Planning For East Bay Families. Bill Pezick would like to plan to make a difference for you. His coordinated financial & tax planning can help you preserve and…

      2. Citi ATM

      Citi ATM
      800-627-3999Call NowVisit Website
      Directions
      Financial ServicesBanksLoans

      2101 University Ave, Berkeley, CA 94704

      OPEN 24 HOURS

      From Business: Citi is a financial services company, which offers a range of financial products and services, including Citi’s digital banking services, mortgage products, personal loans, and…

      4. Coinsource Bitcoin ATM

      Coinsource Bitcoin ATM
      805-500-2646Call NowVisit Website
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      Financial ServicesBanks

      1019 University Ave, Berkeley, CA 94710

      CLOSED NOW:8:30 am - 11:00 pm

      6. Jill Hollander Cfp

      Jill Hollander Cfp
      510-849-4667Call Now
      Directions
      Financial ServicesFinancial PlannersInvestments

      2608 9th St Ste 302, Berkeley, CA 94710

      CLOSED NOW:8:00 am - 5:00 pm

      8. Coinsource Bitcoin ATM

      Coinsource Bitcoin ATM
      805-500-2646Call NowVisit Website
      Directions
      Financial ServicesBanks

      1601 California St, Berkeley, CA 94703

      CLOSED NOW:8:30 am - 11:00 pm

      10. 1st United Services Credit Union

      1st United Services Credit Union
      800-649-0193Call NowVisit Website
      Directions
      Financial ServicesSavings & LoansBanks

      2175 Milvia St, Berkeley, CA 94704

      CLOSED NOW:9:00 am - 5:00 pm

      From Business: 1st United Services Credit Union is a full-service financial institution offering a large variety of loan and deposit products, including mortgage, home equity, auto loans,…

      YP
      93 Years
      in Business
      Amenities:
      Wheelchair accessible

      11. Fidelity Investments

      Fidelity Investments
      510-423-9051Call NowVisit Website
      Directions
      Financial ServicesFinancial PlannersInvestments

      1995 University Ave Ste 120, Berkeley, CA 94704

      CLOSED NOW:8:30 am - 5:00 pm

      From Business: Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your…

      YP
      60 Years
      in Business

      12. Charles Schwab

      Charles Schwab
      510-665-4646Call NowVisit Website
      Directions
      Financial ServicesFinancial PlannersInvestments

      1995 University Ave Ste 100, Berkeley, CA 94704

      CLOSED NOW:8:00 am - 5:00 pm

      From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary,…

      13. 800 Loan Mart

      800 Loan Mart
      877-445-6676Call Now
      Directions
      Financial ServicesLoans

      2344 Shattuck Ave, Berkeley, CA 94704

      CLOSED NOW:8:00 am - 6:00 pm

      14. Chase Bank

      Chase Bank
      510-665-7753Call NowVisit Website
      Directions
      Financial ServicesBanksCommercial & Savings Banks

      2352 Shattuck Ave, Berkeley, CA 94704

      CLOSED NOW:9:00 am - 5:00 pm

      From Business: Find out how Chase can help you with checking, savings, mobile banking, and more. Deposit products provided by JPMorgan Chase Bank, N.A. Member FDIC.

      15. U.S. Bank

      U.S. Bank
      510-982-0146Call NowVisit Website
      Directions
      Financial ServicesBanksLoans

      2333 Shattuck Ave, Berkeley, CA 94704

      CLOSED NOW:9:00 am - 5:00 pm

      From Business: Union Bank personal banking services in Berkeley are exclusively designed to meet your financial needs. Union Bank offers corporate, commercial, retail banking and wealth…

      17. Mindful Money

      Mindful Money
      510-848-0012Call Now
      Directions
      Financial Services

      2150 Shattuck Ave Ste 700, Berkeley, CA 94704

      CLOSED NOW:
      YP
      24 Years
      in Business

      18. Jeff Kohn Accounting Services

      Jeff Kohn Accounting Services
      510-545-2161Call Now
      Directions
      Financial ServicesBookkeepingAccounting Services

      2375 Shattuck Ave Suite E, Berkeley, CA 94704

      CLOSED NOW:9:00 am - 5:00 pm

      19. Jacques Bolivar Cfp

      Jacques Bolivar Cfp
      510-704-9500Call NowVisit Website
      Directions
      Financial ServicesFinancial Planning Consultants

      46 Shattuck Sq Ste 13, Berkeley, CA 94704

      CLOSED NOW:8:00 am - 5:00 pm

      20. Edward Jones - Financial Advisor: William Fried

      Edward Jones - Financial Advisor: William Fried
      510-704-8854Call NowVisit Website
      Directions
      Financial ServicesInvestmentsFinancial Planners

      2161 Allston Way, Berkeley, CA 94704

      From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

      YP
      103 Years
      in Business

      21. Patelco Credit Union

      Patelco Credit Union
      800-358-8228Call Now
      Directions
      Financial ServicesCredit UnionsInvestments

      2033 Kala Bagai Way, Berkeley, CA 94704

      CLOSED NOW:10:00 am - 5:00 pm

      From Business: Patelco Credit Union is a full-service, not-for-profit financial cooperative dedicated to helping our members and communities prosper. With $7 billion in assets and over…

      YP
      89 Years
      in Business

      25. Coinsource Bitcoin ATM

      Coinsource Bitcoin ATM
      805-500-2646Call NowVisit Website
      Directions
      Financial ServicesBanks

      1601 Alcatraz Ave, Berkeley, CA 94703

      CLOSED NOW:8:30 am - 11:00 pm

      28. CoinFlip Bitcoin ATM - Gateway Smoke Shop (Oakland)

      CoinFlip Bitcoin ATM - Gateway Smoke Shop (Oakland)
      773-800-0106Call NowVisit Website
      Directions
      Financial ServicesATM LocationsBanks

      5936 San Pablo Ave, Oakland, CA 94608

      CLOSED NOW:10:00 am - 10:00 pm

      From Business: CoinFlip offers the easiest and fastest way to buy bitcoin and other cryptocurrencies with cash. Just select the coin you want, verify your phone number, scan your bitcoin…

      29. Doris Forman CPA

      Doris Forman CPA
      510-420-7077Call Now
      Directions
      Financial ServicesAccountants-Certified PublicTaxes-Consultants & Representatives

      5865 Doyle St, Emeryville, CA 94608

      CLOSED NOW:9:00 am - 5:00 pm

      From Business: Saturday By Appointment Only

      YP
      34 Years
      in Business

      30. California Bank & Trust

      California Bank & Trust
      510-527-8141Call NowVisit Website
      Directions
      Financial ServicesCommercial & Savings BanksATM Locations

      1451 Solano Ave, Albany, CA 94706

      CLOSED NOW:9:00 am - 5:00 pm

      From Business: California Bank & Trust's Albany Branch proudly serves clients in Berkeley, Albany, El Cerrito, Richmond, West Contra Costa County, and Marin and Sonoma Counties. Conveniently…

      We found 804 results for Financial Services in or near 94702.They also appear in other related business categories including Financial Planning Consultants, Financial Planners, and Loans. 57 of these businesses have an A/A+ BBB rating. 15 of the rated businesses have 4+ star ratings.


      The businesses listed also serve surrounding cities and neighborhoods including Northeast San Francisco, Financial District, and Southeast San Francisco. These businesses offer their services in one-or-more of the following languages: Spanish, Tagalog, and Chinese.